比特币/美元 (BTCUSD) 加自选

标准普尔/NZX 50指数周五微跌0.2%，收于12880点，结束了三天的连胜，并从上一交易日触及的近五个月高点回落。回调主要归因于最近反弹后的获利回吐。与此同时，在美国，隔夜公布的强劲经济数据突显了美国经济的韧性，尽管唐纳德·特朗普总统征收了关税。在国内，投资者期待着周一公布的新西兰第二季度CPI报告，该报告预计将显示年增长率为2.8%，高于2.5%，主要是由于食品和电力成本上涨。然而，预计核心通胀率将有所下降，这为8月份的降息敞开了大门。在企业方面，几只大盘股拖累了该指数，包括Spark NZ（-1.75%）、Meridian Energy（-1%）、奥克兰国际机场（-1.5%）和Ebos Group（-1.1%）。尽管周五有所下跌，但新西兰元50指数仍创下1.5%的周涨幅。

The S&P/NZX 50 index edged 0.2% lower to close at 12,880 on Friday, ending a three-day winning streak and retreating from a near five-month high reached in the previous session. The pullback was largely attributed to profit-taking following the recent rally. Meanwhile, in the US, strong economic data released overnight highlighted the resilience of the American economy despite President Donald Trump’s tariffs. Back home, investors look ahead to New Zealand’s second-quarter CPI report due on Monday, expected to show an annual increase of 2.8%, up from 2.5%, driven mainly by higher food and electricity costs. However, core inflation is forecast to be softer, leaving the door open to a rate reduction in August. On the corporate front, several large-cap stocks weighed on the index, including Spark NZ (-1.75%), Meridian Energy (-1%), Auckland Intl Airport (-1.5%), and Ebos Group (-1.1%). Despite Friday’s dip, the NZX 50 still posted a weekly gain of 1.5%.

欧洲股市周五开盘走高，延续了前一交易日的涨幅，因为积极的美国经济信号提振了投资者信心，而人们仍关注企业盈利。6月份美国零售销售强于预期，盈利报告稳健，突显了世界最大经济体的韧性，这加剧了乐观情绪。与此同时，在欧洲企业更新方面，挪威的Telenor超过了第二季度对北欧强劲表现的预测，瑞典的伊莱克斯报告的利润好于预期，这得益于价格上涨抵消了美国关税相关成本的上升。在数据方面，德国6月份生产者价格指数同比下降1.3%，与5月份的跌幅持平，仍处于去年9月以来的最大跌幅。在盘前交易中，欧洲斯托克50指数和斯托克600指数期货分别上涨0.3%和0.4%。

European equity markets were set to open higher on Friday, extending gains from the previous session, as positive US economic signals lifted investor confidence while attention remained on corporate earnings. Optimism was fueled by stronger-than-expected US retail sales in June and solid earnings reports, highlighting the resilience of the world’s largest economy. Meanwhile, on European corporate updates, Norway’s Telenor surpassed Q2 forecasts on robust Nordic performance and Sweden’s Electrolux reported better-than-expected profits, supported by price hikes that offset higher US tariff-related costs. On the data front, German producer prices declined 1.3% year-on-year in June, matching May’s drop and remaining at its sharpest fall since September last year. In premarket trading, Euro Stoxx 50 and Stoxx 600 futures gained 0.3% and 0.4%, respectively.

德国生产者价格指数在5月份下降1.2%后，于2025年6月同比下降1.3%，符合市场预期。这标志着生产者价格连续第四个月下跌，也是2024年9月以来的最大跌幅。总体下降主要是由于能源成本下降，下降了6.4%。在能源部门，主要贡献者包括电力（-8.8%）、矿物油产品（-7.7%）、天然气（-6.9%）、取暖油（-6.4%）和汽车燃料（-4.2%）。此外，中间产品价格下降了0.4%。相比之下，非耐用品（3.6%）、耐用品（1.7%）和资本品（1.7%）的价格上涨。不包括能源，生产者价格指数上涨1.3%，与5月份持平。6月份生产者价格指数环比微涨0.1%，略高于市场预测的不变，并从5月份0.2%的跌幅反弹，标志着7个月来首次上涨。

Producer prices in Germany dropped by 1.3% year-on-year in June 2025, following a 1.2% decline in May, in line with market expectations. This marked the fourth consecutive month of falling producer prices and the sharpest drop since September 2024. The overall decrease was largely driven by lower energy costs, which fell 6.4%. Within the energy sector, key contributors included electricity (-8.8%), mineral oil products (-7.7%), natural gas (-6.9%), heating oil (-6.4%), and motor fuel (-4.2%). Additionally, prices for intermediate goods declined by 0.4%. In contrast, prices rose for non-durable consumer goods (3.6%), durable consumer goods (1.7%), and capital goods (1.7%). Excluding energy, producer prices increased by 1.3%, matching the pace seen in May. On a monthly basis, the producer price index edged up 0.1% in June, slightly exceeding market forecasts of no change and rebounding from May’s 0.2% decline, marking the first increase in seven months.

花旗还取消了对英国央行9月份降息的呼吁。这基本上是高盛早些时候修改后的呼吁的复制粘贴。花旗不再认为英国央行将在9月份降息，并预计央行届时将保持银行利率不变。

Citi also pulls call on the BOE cutting the bank rate in September.It's basically a copy and paste to the revised call by Goldman Sachs earlier here. Citi no longer sees the BOE cutting in September and expects the central bank to keep the bank rate unchanged then.